Alliances

Founded on a desire to best serve our clients' interests, Squire Investment searched for a means to implement a prudent, long-term, passive investment strategy. We found BAM Advisor Services, LLC (BAM). BAM provides comprehensive support services to independent Registered Investment Advisor firms who share the commitment to offering clients long-term passive investment strategies. BAM offers investment education, consulting, marketing support, and performs administrative functions (record keeping, billing, transmission of trades, performance reporting, etc.) for our practice. This alliance allows us to provide enhanced service levels to our clients.

As a BAM firm we offer our clients access to DFA (Dimensional Fund Advisors) funds. The passive asset class approach avoids trying to time the market or pick future winning stocks. Rather, with our advisors, an investor builds and adheres to a disciplined portfolio of diversified passive asset class components. Investors will over time see the benefits of lower costs, effective diversification, and how their portfolio is built to provide the highest expected return for a chosen level of risk.